+377.4%
VT vs UUUU
-69.5%
+447.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | +0.4% | -1.4% | +1.8% | +0.5% |
| 30D | +1.0% | +16.3% | -15.3% | -0.2% |
| 3M | +2.4% | -16.7% | +19.1% | +3.3% |
| 6M | +12.0% | -33.7% | +45.7% | +14.3% |
| YTD | +15.3% | -0.5% | +15.8% | +13.5% |
| 1Y | +22.6% | +28.9% | -6.3% | +17.2% |
| 3Y | +74.7% | +99.9% | -25.2% | +57.5% |
| 5Y | +66.1% | +135.3% | -69.1% | +44.4% |
| 10Y | +225.0% | +518.4% | -293.4% | +147.0% |
| All | +377.4% | -69.5% | +447.0% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling